SendGrid Email Delivery Service and Integration Setup
truvi commerce is integrated with SendGrid , an email marketing tool which sends transactional emails from truvi and displays delivery statistics and analytics on the customer record within truvi. Sendgrid ensures the highest delivery rates. Emails are designed within truvi, and sent out via SendGrid.
Set up a SendGrid account and follow instructions included below.
On the next screen enter the additional account details of the required fields. Please make sure to select Using Our API under the “How do you plan to send email?” question.
Select Get Started
Next, you will be redirected to the SendGrid app page to begin the set up of your API key.
You will receive an email to verify your email account. Please verify your account before proceeding to the API setup below.
Step 2: SendGrid API Key Setup
Once logged into your account on the left side menu click the Settings drop down
Select API Keys
Click the blue Create API Key button in the top right
Enter truvi in the API Key Name field
Select Full Access
Click Create & View
Copy the API key by clicking on the field to automatically save it to your clipboard. After you click Done, you will not be able to see this key again.
In the truvi platform and on the left side menu click on Marketing
Select SendGrid API Key
Paste in your copied API key to the API Key field
Step 3: SendGrid Mail Settings Setup
Once logged into your SendGrid account, on the left side menu click the Settings drop down
Select Mail Settings
Click on the Event Notifications drop down
Click on Edit in the upper right corner.
Enter the winery URL in the HTTP Post URL field, for example : https://yourwebsite.simplycms.com/sendgrid/mail_events Ensure you have included "simplycms.com" plus your domain name as listed in the backend of the truvi/simplycms platform. This url needs to be exact in order to test your integration.
Click the All checkbox in the Select Actions area and click on the blue checkmark
Click the Test Your Integration button
Once you've tested the integration, go into the truvi platform and on the left side menu click Marketing
Select SendGrid Mail Stats
You should see a test email in the log. and this confirms truvi and SendGrid are integrated.
Step 4: Set SendGrid as your Default Email Sender in truvi
In truvi, on the left side menu choose Settings
Scroll over Portal Settings
Select the General Settings option
On the General tab scroll down to the Default Email Sender drop down and select SendGrid